CCH iFirm

CCH iFirm

Wolters Kluwer
Doc.It by IRIS

Doc.It by IRIS

Doc.It Inc.
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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accounting and tax firms looking for a modern practice management solution to optimize their processes

Audience

Accounting Firms

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$29.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Wolters Kluwer
Founded: 1987
Netherlands
taxna.wolterskluwer.com/firm-management-and-workflow/ifirm

Company Information

Doc.It Inc.
Founded: 2001
Canada
www.doc-it.com

Alternatives

Doc.It by IRIS

Doc.It by IRIS

Doc.It Inc.

Alternatives

SYDLE ONE

SYDLE ONE

SYDLE
SCHEMA ST4

SCHEMA ST4

SCHEMA Group
Lacerte

Lacerte

Intuit
DT Practice

DT Practice

Thomson Reuters

Categories

Categories

Content Collaboration Features

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Document Control Features

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Document Version Control Features

Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback

PDF Features

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Integrations

CCH Axcess Tax
CCH ProSystem fx
CCH iFirm
CPACharge
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
DT Practice
Doc.It by IRIS
DocuSign
DocuSign Insight
Drake Tax
Intuit ProSeries Tax
OmniConnect
Virtual Cabinet

Integrations

CCH Axcess Tax
CCH ProSystem fx
CCH iFirm
CPACharge
CS Professional Suite
CaseWare IDEA
Caseware Corporation Tax
DT Practice
Doc.It by IRIS
DocuSign
DocuSign Insight
Drake Tax
Intuit ProSeries Tax
OmniConnect
Virtual Cabinet
Claim CCH iFirm and update features and information
Claim CCH iFirm and update features and information
Claim Doc.It by IRIS and update features and information
Claim Doc.It by IRIS and update features and information